En:Fast entry - Versionsgeschichte

IsabellaTeodori: /* Customer template */

2024-10-30T12:51:37Z

Customer template

← Nächstältere Version		Version vom 30. Oktober 2024, 14:51 Uhr
Zeile 13:		Zeile 13:
	[[File:Kundenvorlagen.png\|200px\|miniature\|Selection of the desired customer template]]		[[File:Kundenvorlagen.png\|200px\|miniature\|Selection of the desired customer template]]

	Another step to make the customer creation process easier for you is the '''Customer template''''. You can create different ~~[[en: New Customer# Customer Template\|Customer~~ templates]] and then use these in the quick creation. This allows you to create different customer types, e.g. restaurant customers, private customers and food retail customers at the same time during the quick creation.		Another step to make the customer creation process easier for you is the '''Customer template''''. You can create different customer templates and then use these in the quick creation. This allows you to create different customer types, e.g. restaurant customers, private customers and food retail customers at the same time during the quick creation.

IsabellaTeodori: /* Customer template */

2024-10-30T12:51:16Z

Customer template

← Nächstältere Version		Version vom 30. Oktober 2024, 14:51 Uhr
Zeile 13:		Zeile 13:
	[[File:Kundenvorlagen.png\|200px\|miniature\|Selection of the desired customer template]]		[[File:Kundenvorlagen.png\|200px\|miniature\|Selection of the desired customer template]]

	Another step to make the customer creation process easier for you is the '''Customer template''''. You can create different [[en: New Customer#Customer Template\|Customer templates]] and then use these in the quick creation. This allows you to create different customer types, e.g. restaurant customers, private customers and food retail customers at the same time during the quick creation.		Another step to make the customer creation process easier for you is the '''Customer template''''. You can create different [[en: New Customer# Customer Template\|Customer templates]] and then use these in the quick creation. This allows you to create different customer types, e.g. restaurant customers, private customers and food retail customers at the same time during the quick creation.

IsabellaTeodori: /* Customer template */

2024-10-30T12:50:45Z

Customer template

← Nächstältere Version		Version vom 30. Oktober 2024, 14:50 Uhr
Zeile 13:		Zeile 13:
	[[File:Kundenvorlagen.png\|200px\|miniature\|Selection of the desired customer template]]		[[File:Kundenvorlagen.png\|200px\|miniature\|Selection of the desired customer template]]

	Another step to make the customer creation process easier for you is the '''Customer template''''. You can create different [[en: New Customer#Customer ~~template~~\|Customer templates]] and then use these in the quick creation. This allows you to create different customer types, e.g. restaurant customers, private customers and food retail customers at the same time during the quick creation.		Another step to make the customer creation process easier for you is the '''Customer template''''. You can create different [[en: New Customer#Customer Template\|Customer templates]] and then use these in the quick creation. This allows you to create different customer types, e.g. restaurant customers, private customers and food retail customers at the same time during the quick creation.

IsabellaTeodori: /* Customer template */

2024-10-30T12:50:13Z

Customer template

← Nächstältere Version		Version vom 30. Oktober 2024, 14:50 Uhr
Zeile 13:		Zeile 13:
	[[File:Kundenvorlagen.png\|200px\|miniature\|Selection of the desired customer template]]		[[File:Kundenvorlagen.png\|200px\|miniature\|Selection of the desired customer template]]

	Another step to make the customer creation process easier for you is the '''Customer template''''. You can create different [[~~New_Customer~~#~~Customer_template~~\|Customer templates]] and then use these in the quick creation. This allows you to create different customer types, e.g. restaurant customers, private customers and food retail customers at the same time during the quick creation.		Another step to make the customer creation process easier for you is the '''Customer template''''. You can create different [[en: New Customer#Customer template\|Customer templates]] and then use these in the quick creation. This allows you to create different customer types, e.g. restaurant customers, private customers and food retail customers at the same time during the quick creation.

IsabellaTeodori: /* Creating new customers using quick entry */

2024-10-30T12:47:39Z

Creating new customers using quick entry

← Nächstältere Version		Version vom 30. Oktober 2024, 14:47 Uhr
Zeile 7:		Zeile 7:

	==Creating new customers using quick entry==		==Creating new customers using quick entry==
	Creating customers for the first time using the quick entry function is similar to the procedure for [[~~New_customer~~\| normal creation of a customer]].		Creating customers for the first time using the quick entry function is similar to the procedure for [[en:New Customer\| normal creation of a customer]].
	The difference, however, is that you do not see an empty customer mask as usual, but pre-filled fields (e.g. address and note fields) of the sample customer you have selected. Now you only need to enter the remaining specific data for each new customer.		The difference, however, is that you do not see an empty customer mask as usual, but pre-filled fields (e.g. address and note fields) of the sample customer you have selected. Now you only need to enter the remaining specific data for each new customer.

IsabellaTeodori: Die Seite wurde neu angelegt: „With the '''Fast entry''' program item, new customers can be created in batches one after the other. This is particularly advantageous if, for example, a large number of new customers with some of the same properties are to be created after festivals or trade fairs. With the help of the quick creation function, this can even be done during the event - very easily on a tablet or smartphone. ==Activate Fast entry== By default, the quick system is deactivat…“

2024-10-30T12:46:54Z

Die Seite wurde neu angelegt: „With the '''Fast entry''' program item, new customers can be created in batches one after the other. This is particularly advantageous if, for example, a large number of new customers with some of the same properties are to be created after festivals or trade fairs. With the help of the quick creation function, this can even be done during the event - very easily on a tablet or smartphone. ==Activate Fast entry== By default, the quick system is deactivat…“

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With the '''Fast entry''' program item, new customers can be created in batches one after the other.
This is particularly advantageous if, for example, a large number of new customers with some of the same properties are to be created after festivals or trade fairs. With the help of the quick creation function, this can even be done during the event - very easily on a tablet or smartphone.

==Activate Fast entry==
By default, the quick system is deactivated in Winestro.Cloud and highlighted in gray under '''Customers''' in the view. Under '''System <i class="fa fa-cogs fa-2x" style="color:#064C73"></i> - Settings <i class="far fa-sliders-h-square fa-2x" style="color:#064C73"></i> - Display - Batch entry''' (at the bottom) you can activate this function. Check the appropriate box here and select a desired sample customer to use as a template for your purposes. Then click on '''Save''' .
It is advisable to create a sample customer in advance with certain data to be pre-filled.

==Creating new customers using quick entry==
Creating customers for the first time using the quick entry function is similar to the procedure for [[New_customer| normal creation of a customer]].
The difference, however, is that you do not see an empty customer mask as usual, but pre-filled fields (e.g. address and note fields) of the sample customer you have selected. Now you only need to enter the remaining specific data for each new customer.

==Customer template==
[[File:Kundenvorlagen.png|200px|miniature|Selection of the desired customer template]]

Another step to make the customer creation process easier for you is the '''Customer template''''. You can create different [[New_Customer#Customer_template|Customer templates]] and then use these in the quick creation. This allows you to create different customer types, e.g. restaurant customers, private customers and food retail customers at the same time during the quick creation.